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In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.

Main Points:

• Self-directed IRAs allow investment in alternative assets.
• Many professionals are unaware of self-directed IRAs.
• The private placement market is larger than public markets.
• Tax-free growth is a significant advantage of self-directed accounts.
• Diversification is crucial for reducing investment risk.
• Investors can control their financial future through self-direction.
• Education is key to unlocking retirement account potential.
• The rollover process for IRAs is straightforward and tax-free.
• Prohibited transactions must be understood to avoid penalties.
• Self-directed accounts can lead to greater investment opportunities.

Connect with Adam Bergman:

• abergman@irafinancial.com
• https://www.irafinancial.com/
• https://www.youtube.com/@IRAFinancial
• https://www.linkedin.com/in/adambergman1